Publications
Strategy Insight
Fossil Free: To Be or Not To Be
05.01.2018

Although the voices discussing fossil fuel divestment have been going on for some time, most individual investors have not joined the chorus. Despite the arguments made for divestment, it is not an…

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Letter from the CEO
A Call to Action
01.04.2018

American capitalism as a tool for inclusivity, participation, and positive effect. We are living in a time of paradox. As a country we are perhaps the richest in our history while arguably…

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Strategy Insight
Equities: A Passive Play?
12.31.2017

The debate between active and passive management of equity investments has been going for several decades and shows no sign of slowing. However, evidence suggests that the passive position currently appears to…

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Strategy Insight
ESG: An Investment Approach
09.30.2017

Introduction to ESG Investing As defined by the US Forum for Sustainable and Responsible Investment, ESG investing reflects the incorporation of environmental, social, and corporate governance criteria into investment analysis and portfolio construction across a…

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Dispatches
Victoria Fram | Village Capital
09.15.2017

Victoria Fram is Co-Founder of Village Capital and the Managing Director at VilCap Investments, LLC, an early-stage investment fund focused on backing companies that are addressing the world’s greatest social and environmental challenges.…

Dispatches
Paul Sanford | TriLinc Global
08.15.2017

Paul Sanford is the Chief Investment Officer of TriLinc Global and is a key member of the Executive Management team. As Chief Investment Officer and Chairman of TriLinc’s Investment Committee, Paul has responsibility for planning,…

Dispatches
Sunwoo Hwang | Sixup
07.15.2017

Sunwoo Hwang is a strategist and entrepreneur with 20 years experience creating and operating financial, technology and lifestyle businesses. Presently Founder & CEO of Sixup, a venture-backed fintech company, Sunwoo leads the development of a…

Strategy Insight
Sustainable Investing in Fixed Income
06.30.2017

This insight piece describes how our collaboration partners at Breckinridge Capital Advisors navigate the field of fixed income investments through a sustainability lens. Collaboration Capital provides investment solutions across the full asset class spectrum…

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Dispatches
Gloria Nelund | TriLinc Global
06.15.2017

Gloria Nelund co-founded TriLinc Global after a rewarding career as one of the most successful and visible executives in the international asset management industry. Gloria served as CEO of the U.S. Private Wealth Management Division…

Dispatches
Jacob Haar | CIM
05.15.2017

Jacob Haar is Managing Partner and co-founder of Community Investment Management, an asset manager that funds U.S. small businesses through innovative and productive lending platforms. Previously, he was Managing Director and co-founder of Minlam Microfinance…

Strategy Insight
Nexus-Sensitive Investing: Food Systems at the Crossroads of Water and Energy
03.31.2017

“Today’s key challenge is how to increase production to meet the growing demand for food, feed and bioenergy while conserving biodiversity and reducing the pressure on natural resources and ecosystems.” Food and Agriculture Organization of…

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Strategy Insight
Accessing Sustainable Investment Opportunities in the Water Sector
12.31.2016

One of the central forces in history is how society has responded to water related challenges. Currently, just over 1.1 billion people worldwide lack access to clean water, and approximately 2.6 billion people or…

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